Software private credit Loading... : Investor Sentiment and Bull/Bear Views

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14:30
Sep 10
Aram Verdiyan Accolade Partners a16z
Legacy software LBOs face credit stress
Pre-ChatGPT private equity software LBOs are challenged: 2021-22 software deals were done at 25-32x EBITDA with over $200B of debt, and as public comps fell toward 2x revenue, leverage ratios rose; non-AI-resilient software faces both equity and credit stress.
HIGH

About Software private credit Investor Commentary

Across the available history and selected sources, Buzzberg tracks Software private credit across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Aram Verdiyan.